Why become a member of Beneficial Trust & Will Company?

Become a member of one of the longest serving and trusted Will Writing businesses in the UK.

With nearly 30 years in the industry and as a full member of both The Society of Will Writers and Institute of Professional Will Writers, our team are experts in the industry and work to very high regulatory standards, ensuring your clients receive the best in customer service.

We know how important your clients are to your business and respect the relationship you have with them by supporting you in every way we can in the area of Estate Planning and Will Writing.

We are also proud to be winners of the 'Will Writing Firm of the Year (North & Midlands)' in the British Wills and Probate Awards 2019,  recognising our dedication to the sector, to our members and to the end client.

Members Hub - support for your business

We have established relationships with more than 250 advisers nationwide and support them on all levels of Will Writing and Estate Planning. Plus with our accreditation with The Society of Will Writers and the Institute of Professional Will Writers, once you become a member you can be assured of receiving a level of service and support that is trusted, professional and expert in its field.

We provide training workshops, technical support, document drafting, and marketing collateral for you to utilise in making Estate Planning an intrinsic part of your business operating model.

We work with advisers from a range of financial businesses and adapt our support to suit requirements. From complex cases to quick questions, we help ensure you get the dedicated support you need.

22 reasons how we can help improve your business, your income and add value for your clients:

  1. Additional income from existing clients.
  2. Easy Referral system can be setup and achieved.
  3. Consolidate your relationship with your clients.
  4. We don't pay commissions, you set your own fees.
  5. Potential for renewal income
  6. All work insured up to £2.0M.
  7. No hassle, no need for additional qualifications if you are a qualified adviser already.
  8. Full Training provided if you need it or new to this profession.
  9. Take your own instructions—no cross selling.
  10. As an associate of BTWC then we provide you with PI cover to take your client’s instructions, so you are covered.
  11. Initial and ongoing Full technical support.
  12. Regular news emails and blogs to keep you up to date.
  13. Regular Zoom training and informative sessions held.
  14. Complete back-office service for all associates of BTWC Ltd.
  15. Full product offering to satisfy any and every opportunity you may identify with your clients.
  16. Clients are more open when talking about wills & can provide other opportunities for you.
  17. Your clients remain yours.
  18. Provide your clients with the peace of mind of forward planning.
  19. This is a partnership: tailor our service to your needs and that of your clients because clients are not all the same.
  20. Potential for future buy out of any Will Bank based on real value
  21. By Professionals for Professionals
  22. Partner referral scheme.

 

Adviser Testimonial

As a financial adviser who has worked with Beneficial Trust & Will Co for the past 20 years, all I can say is the service provided is unbeatable. When companies expand they sometimes have a tendancy to lose the personal touch with their clients and advisers but this hasn't happend with Beneficial Trust & Will Co. In fact, it's quite the reverse. I wish them continued and deserved success.

(Keith Jayne - Estate Planning Consultant)

Membership options - flexible to suit your business

At Beneficial Trust & Will Company we recognise that businesses work in different ways, with different growth plans and objectives. That’s why we support you on a number of different levels. Our membership options are designed to suit your business goals and long-term aims:

Become an  Associate

For Financial & Mortgage Advisers

For Financial Advisers looking to support your product portfolio with value added products and services and provide a rounded offering to your clients, and you keep full control.

Read more...

Become an Estate Planning Consultant

Start your Estate Planning Business

For those looking to establish a new business on their own terms, supported by BTWC service team, training and full product and marketing resource.

Read more...

Become an Introducer

Refer your clients to us

Looking to expand your product offering but don’t have the time to do the training and take the instructions? Introduce to BTWC, we do the hard work and the client remains yours.

Read more...

Have a look at our short video about being an Estate Planning Consultant.

Once we have received your application, you will receive an email confirming your membership and providing login details, you can then access our member only area on the BTWC site.

Any questions? Call us now on 01522 500823 or email [email protected].

 

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